Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,055 | $190,879-20.3% | $160,009-5.0% | $134,532+13.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.37% | 552.63%-570.0pp | 408.85%-426.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $7,143 | $4,995+43.0% | $4,225+69.1% | $4,741+50.7% |
| Participant deferral / active EE | $9,622 | $6,924+39.0% | $6,183+55.6% | $6,401+50.3% |
| Admin fee / account holder | $1,849 | $10,495-82.4% | $8,715-78.8% | $11,429-83.8% |